David Katz - Matrix Asset Advisors
Holding/activity history for Ishares Tr (SHY)
← All SHY superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.17 | $86.06–86.33 · VW $86.24i | SEC | |
| 2021 Q1 | 13,134 | 0.17 | Add 1.74% | <0.01 | $86.17–86.41 · VW $86.30i | $1,133,000 | SEC |
| 2020 Q4 | 12,910 | 0.19 | Add 24.49% | 0.04 | $86.31–86.47 · VW $86.40i | $1,115,000 | SEC |
| 2020 Q3 | 10,370 | 0.17 | Add 31.35% | 0.04 | $86.45–86.63 · VW $86.55i | $897,000 | SEC |
| 2020 Q2 | 7,895 | 0.13 | Add 9.70% | 0.01 | $86.46–86.80 · VW $86.64i | $684,000 | SEC |
| 2020 Q1 | 7,197 | 0.14 | Add 1.70% | <0.01 | $84.64–86.78 · VW $86.03i | $624,000 | SEC |
| 2019 Q4 | 7,077 | 0.10 | Add 139.09% | 0.06 | $84.47–85.07 · VW $84.75i | $599,000 | SEC |
| 2019 Q3 | 2,960 | 0.04 | Buy | 0.04 | $84.40–85.12 · VW $84.77i | $251,000 | SEC |